You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和下調澳門2022及2023年賭收預測10%至16% 降澳博(00880.HK)目標價至6.4元
大和發表研究報告,指隨著博彩營運商與中介人終止協議的消息不斷傳出,令市場懷疑澳門貴賓博彩收入是否最終會降至零。但該行表示,與市場預期一樣,相信中介人業務預期被叫停對行業2022至2023年EBITDA影響不大,估計明年6月發出新牌照後,將錄得貴賓廳佔總博彩收入約5%至10%。 該行預計,2022年貴賓廳佔賭收約2.9%,2023年則佔6%,同時將2022至2023年博彩收入預測下調10至16%,行業EBITDA預測削減約2%,預期有25%至30%的貴賓廳收入將流向高端中場業務。 大和又預期,澳門或準備進一步收緊其中介人規定,並有可能借鑑新加坡賭場控制中介人規定,但相信對金沙中國(01928.HK)、銀河娛樂(00027.HK)、新濠博亞(MLCO.US)、美高梅中國(02282.HK)及永利澳門(01128.HK)明年經調整EBITDA影響不大。至於澳博(00880.HK),大和將其明年調整後EBITDA預測下調7.6%,並將目標價由6.7元下調至6.4元,認為其轉型步伐未如同業順利。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account